Holcombe Financial’s Simplify Gold Strategy ETF YGLD Stock Holding History

Holcombe Financial’s Portfolio YGLD Stock Details YGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$690K	Buy	22,550 +274	+1%	+$9.24K	0.38%	29
2026 Q2	$701K	Buy	22,276 +1,096	+5%	+$41.6K	0.4%	28
2026 Q1	$846K	Buy	+21,180	New	+$1.01M	0.5%	24

Other funds holding YGLD

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Holcombe Financial's YGLD Position: Q3 2026 in Review

Holcombe Financial increased its Simplify Gold Strategy ETF (YGLD) stake by 1.2% in Q3 2026, buying an estimated $9.24K and bringing the position to 22,550 shares worth $690K. The position accounts for 0.38% of the portfolio, ranked #29.

Holcombe Financial first reported a position in YGLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $846K in Q1 2026. 8 funds tracked by Wall St. Rank hold YGLD as of Q3 2026.

Holcombe Financial held 22,550 shares of Simplify Gold Strategy ETF worth $690K as of Q3 2026.
Holcombe Financial bought 274 Simplify Gold Strategy ETF shares in Q3 2026, an estimated $9.24K.
Simplify Gold Strategy ETF made up 0.38% of Holcombe Financial's portfolio in Q3 2026, its #29 holding.
Holcombe Financial first reported a position in Simplify Gold Strategy ETF in Q1 2026 and has held it in 3 quarters since.
Holcombe Financial's Simplify Gold Strategy ETF position peaked at $846K in Q1 2026.
8 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.